---
title: Campaign Set Up - Who Do You Want to Send To?
description: "To send a campaign, choose "Campaign Set Up" and select from three options: New File, One Mobile Number, or Saved List. The steps for setting up a campaign are similar across these choices."
---
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October 3, 2026
# Campaign Set Up - Who Do You Want to Send To?
## To send a campaign, choose "Campaign Set Up" and select from three options: New File, One Mobile Number, or Saved List. The steps for setting up a campaign are similar across these choices.
#### Steps to Send a Campaign
1. **Step 1: Who do you want to send to?**
2. **Step 2: Who do you want to send it from?**
3. **Step 3: What would you like to say?**
4. **Step 4: When would you like to send it?**
### Step 1: Who do you want to send to?
#### Send to a New File
**Select Excel© File:**
- The application allows you to upload Microsoft Excel© files only (.xls or .xlsx). These files must be formatted correctly before being uploaded.
- **Formatting Requirements for Mobile Numbers (Column A):**
- Place contact numbers in the first column (Column A).
- Format the numbers with the full international code (e.g., 00353850000001 or 353850000001).
- Remove special characters and spaces.
- Ensure no breaks or empty records (rows) are in the file.
- Avoid formulas in the cells.
**Upload and Display:**
- Browse to the file location and select it.
- If the file is a Microsoft Excel© file, the list will be uploaded and displayed.
**Advanced Files:**
- May contain message text in the second column and/or scheduled dates and times in the third column.
#### Send to One Mobile Number
**Enter Recipient Number:**
- Format the number with the full international code (e.g., 00353850000001 or 353850000001).
- Ensure no special characters and spaces are included.
#### Send to a Saved List
**Select from Saved Lists:**
- Choose a saved list of contacts to whom you want to send the SMS campaign.
- This option is useful for sending to predefined groups of contacts.
### Step 2: Who do you want to send it from?
**Campaign Name:**
- Enter a name for the message campaign. This is for your reference only and will not be sent as part of the message.
- Example: ‘May Discount Campaign’.
**Allow Recipients to Reply:**
- Enable the feature that allows recipients to respond to SMS messages by requesting a longcode (mobile number) to be added to your account. For more information, contact sales@phonovation.com.
- Replies can be viewed in the Replies report.
**Sender Name:**
- Select the Sender ID that will appear at the top of the recipient’s handset. Only Sender IDs available on your account can be selected.
- A new sender name can be created upon request.
- Example: ‘Phonovation SMS’.
- - Select "Set up your own sender name" and enter the required details.
- Sender names must be manually screened by Phonovation before use.
- Requirements: Must not exceed 11 characters, contain only alphanumeric characters, no spaces, and must not conflict with existing sender names.
**Set Up Your Own Sender Name:**
### Step 3: What would you like to say?
**Choose from Templates:**
- Select a saved template to populate the message text box. Templates can be edited before sending.
- Templates are useful for predefined messages.
**Message Text:**
- Enter the body of the message that will be sent.
**Message Length and Special Characters:**
- A standard SMS message length is 160 characters. Longer messages will use multiple credits.
- Special characters may use more than one character space.
**Save Message Text as a Template:**
- Option to save the message as a template for future use.
### Step 4: When would you like to send it?
**Send Now:**
- Select this option to send the message immediately.
**Send Later:**
- Select this option to schedule the message for a future date and time.
- You can enter the desired date and time for the message to be sent.
**Schedule Broadcast (For Saved Lists Only):**
- Campaigns sent from a saved list can be scheduled to automatically send at selected times, to be repeated indefinitely.
- Select "Schedule Broadcast" and choose the desired frequency and times for the broadcasts.
### Confirm Campaign
After setting up your campaign, you will be asked to confirm the details before sending.
**Small Campaigns:**
- A popup box will display the number of contacts, messages to send, send date, and message content.
- If details are correct, click Confirm to proceed.
**Large Campaigns:**
- Large campaigns will take longer to process. You will be taken to the tasks page to view the processing status.
- Confirm the campaign once the preparation is complete.
### Additional Features for Sending to a Saved List
**Filters:**
- Filters allow you to send campaigns to specific segments of a saved list based on criteria in your list.
- Use the "Add Filter" button to create filters based on columns in your list.
- - Set limits on the number of SMS sent in a campaign based on criteria you set.
- Enable Advanced Options to cap the number of recipients and sort them based on specific columns and values.
**Advanced Options:**
By following these steps and guidelines, you can efficiently set up and send your SMS campaigns using Phonovation.
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